COSCCOMO07 - SQA Unit Code FM70 04 Identify, assess and evaluate project requirements in construction contracting operations management

Transcription

1 Identify, assess and evaluate project requirements in construction Overview This unit is about the procurement and use of resources. You will need to identify and agree goals and priorities with the project stakeholders. You will need to clarify, summarise and present the project requirements and stakeholders' preferences. You will need to challenge any preferences which are not realistic and decide valid options. You will need to investigate and evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment. You will also need to decide whether and how to implement the potential sustainable development approach so as to achieve key requirements You will need to identify where resources will be needed and how to obtain them. You will then need to analyse the factors which will influence the procurement and use of resources. You will also need to check that resources have been estimated and that opportunities and constraints have been evaluated and presented to decision makers. You will also need to produce a report on the procurement and use of resources. 1

2 Performance criteria You must be able to: Identify, assess and agree project requirements and stakeholder preferences P1 P2 P3 P4 P5 P6 identify and agree with project stakeholders what their goals and priorities are both now and for the future summarise, present and clarify the project stakeholders' requirements, the options available and the constraints and risks which might apply to the project challenge project requirements and stakeholders' preferences which do not appear to be realistic, decide valid options and agree them in writing investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment decide whether and how to implement the potential sustainable development approach in order to achieve key requirements Identify, assess and evaluate resource procurement factors You must be able to: P7 P8 P9 identify the areas of the development where resources will be needed and plan an investigation to quantify the resources and to decide where to obtain them agree realistic costs, programmes and clear statements of purpose for investigation with the stakeholders analyse the factors which will influence the procurement and use of resources P10 identify potential opportunities and constraints and assess the impact these might have on the practicability and efficiency of the development process P11 check that the resources that will be needed have been estimated, summarise potential opportunities and constraints and evaluate how these will affect both the financing and the programming of the project P12 present the calculations and evaluation to decision makers, note their advice and amend the evaluation to reflect the feedback received P13 produce a report on the procurement and use of resources which will enable a procurement strategy to be implemented 2

3 Knowledge and understanding You need to know and understand: Identify, assess and agree project requirements and stakeholder preferences K1 what to identify as the project stakeholders' goals and priorities both now and in the future (understanding) K2 K3 K4 K5 K6 K7 K8 K9 how and why to agree with the project stakeholders' what their goals and priorities are both now and in the future (evaluation) how to summarise, present and clarify the project stakeholders' requirements, the options available and the constraints and risks which might apply to the project (application) how and why to challenge project requirements and stakeholders' preferences (analysis) how and why to decide which options are valid and agree them in writing (evaluation) how and why to investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development (analysis) how and why to evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment (evaluation) how and why to decide whether to implement the potential sustainable development approach in order to achieve key requirements (evaluation) how to implement the potential sustainable development approach in order to achieve key requirements (application) Identify, assess and evaluate resource procurement factors You need to know and understand: K10 what to identify as the areas of the development where resources will be needed (understanding) K11 how and why to plan an investigation to quantify the resources (synthesis) K12 how and why to decide where to obtain the resources (evaluation) K13 how and why to agree realistic costs, programmes and clear statements of purpose for investigation with the stakeholders (evaluation) K14 how and why to analyse the factors which will influence the procurement and use of resources (analysis) K15 how and why to assess the impact which potential opportunities and constraints might have on the practicability and efficiency of the 3

4 development process (analysis) K16 how to check the resources that will be needed have been estimated (application) K17 how to summarise potential opportunities and constraints (application) K18 how and why to evaluate how resource needs, potential opportunities and constraints will affect both the financing and the programming of the project (evaluation) K19 how to present the calculations and evaluation to decision makers, note their advice and amend the evaluation to reflect the feedback received (application) K20 how to produce a report on the procurement and use of resources (application) 4

5 Scope/range Identify, assess and agree project requirements and stakeholder preferences 1 Agree: 1.1 direct with a client 1.2 by negotiation and agreement with partnering team 1.3 facilitation 2 Project stakeholders: 2.1 the client 2.2 CDM co-ordinator 2.3 design consultants 2.4 potential contractors 2.5 potential subcontractors and suppliers 2.6 potential investors 2.7 funding agencies 2.8 independent client advisers 2.9 user groups 2.10 community groups 2.11 facilities/asset managers 3 Goals and priorities: 3.1 quantity 3.2 quality 3.3 cost (whole life costs) 3.4 time 3.5 development 3.6 improvement 3.7 use 3.8 maintenance 3.9 low carbon design 3.10 environmental impact and sustainability 3.11 security 5

6 3.12 health and safety 3.13 logistics 4 Present: 4.1 orally 4.2 in writing 4.3 graphically 4.4 electronically 5 Clarify the project stakeholders requirements by: 5.1 reference to standard documentation 5.2 checklists 5.3 client consultation 5.4 questionnaires 5.5 comparative field research 5.6 market research 5.7 identifying options and alternatives 5.8 use of benchmarking tools 5.9 digital exchange 6 Constraints and risks: 6.1 cost 6.2 time 6.3 statutory regulations 6.4 health and safety 6.5 the environment 6.6 client requirements 6.7 system compatibility 6.8 system interoperability 7 Investigate: 7.1 use of benchmarking tools 7.2 research 6

7 7.3 consultancy advice 7.4 regulatory advice 7.5 insurance risk 8 Economic factors and resources: 8.1 finance 8.2 fiscal policy (including carbon tax/incentives) 8.3 water demand/supply/use minimisation 8.4 payback/return on investment 8.5 carbon trading schemes/carbon reduction credits 8.6 climate change levy agreements 8.7 workforce (skills) 8.8 raw materials 8.9 manufactured systems and component/modular systems 8.10 energy use/demand minimisation 8.11 water demand/supply/use minimisation 8.12 brownfield development 8.13 land use 8.14 resource efficient low carbon urban design 8.15 market demands and social factors 9 Environmental and ecological factors: 9.1 natural resources 9.2 emissions (air, land, water) 9.3 effluent 9.4 waste and recycling 9.5 access to environmentally sensitive areas 9.6 effects of climate change 9.7 carbon use minimisation 9.8 water use 9.9 biodiversity 7

8 9.10 renewable energy technology 9.11 land use/contamination 9.12 protect archaeological and historically valuable resources 9.13 transport impact minimisation 10 Social views: 10.1 client 10.2 funders/investors 10.3 workforce 10.4 suppliers 10.5 users 10.6 community (including public/private space) 11 Asset value and sustainability: 11.1 saleable revenue 11.2 minimising running costs (environmental and economic) 11.3 minimising maintenance 11.4 location in relation to flooding/ground conditions 11.5 energy use/demand minimisation 11.6 decentralised district heating Identify, assess and evaluate resource procurement factors 12 Identify by: 12.1 standard lists and procedures 12.2 investigative research 13 Resources: 13.1 plant 13.2 labour 13.3 finance 13.4 materials 13.5 contractors 13.6 subcontractors 8

9 14 Factors which will influence the procurement of resources: 14.1 forms of contract 14.2 availability 14.3 cost 14.4 insurances 14.5 time and period required 14.6 transport 14.7 delivery dates 14.8 recoverable costs 14.9 discounts service support environmental impact and sustainability political sensitivities legal and regulatory constraints on access and use permit 15 Factors which will influence the use of resources: 15.1 workforce competences and availability 15.2 use of materials 15.3 sustainability 15.4 equipment 15.5 construction methods 15.6 contracting methods 15.7 quantity 15.8 quality standards 15.9 climate legal and regulatory constraints health, safety and welfare infrastructure 16 Present: 9

10 16.1 orally 16.2 in writing 16.3 graphically 16.4 electronically 10

11 Developed by ConstructionSkills Version number 2 Date Approved November 2013 Indicative review date Validity Status Originating organisation Original URN Relevant occupations Suite Keywords May 2020 Current Original ConstructionSkills COSCCOMO07 Building and civil engineering technicians; managers in construction; estimators; valuers and assessors managers; quantity surveyors Construction Contracting Operations Management Procurement; resources; 11